+91.1%
RSG vs NIO
-90.3%
+181.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.4% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | +3.7% | -23.2% | +26.9% | +3.7% |
| 3M | +6.2% | -29.9% | +36.1% | +6.2% |
| 6M | -2.8% | -25.1% | +22.3% | -2.8% |
| YTD | +5.9% | -27.5% | +33.3% | +5.9% |
| 1Y | -1.8% | -41.1% | +39.3% | -1.7% |
| 3Y | +57.5% | -63.1% | +120.6% | +58.0% |
| 5Y | +91.1% | -90.4% | +181.5% | +93.4% |
| All | +91.1% | -90.3% | +181.3% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling